deadline to submit ibp application >>> march 31, 2016 AWS

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INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

Dear Community Member, Calgary Jewish Federation’s Integrated Bursary Program was created to make the process of applying for a bursary more dignified, anonymous, effective and fair. Families are able to apply with one application as all the schools, programs and services covered by bursaries are on one application form for all family members for the entire year. THE VALUES OF THE IBP Anonymity - Only the Calgary Jewish Federation Associate Executive Director, IBP Manager, your counselor and the senior accountant at the agencies where you are applying will be aware of your application to the IBP. The community members making decisions will only have file numbers – no names. This information will be held in the strictest of confidence. Dignity - You can apply for a bursary to many communal programs at one time. We recognize that families do not wish to complete forms and request bursaries at each agency. This process has been centralized to make it more streamlined and dignified. Equity - Each application will be judged on its own merits. The same standard will be applied with respect to each program. In the previous system, each institution managed their own bursary process and there were variations in how applications were reviewed. Under the current system, there will be no variations as it is a single centralized process maximizing the number of Jewish families and individuals participating. INTEGRATED BURSARY PROGRAM Application for Bursary for UJA Supported Programs Basic Information •

It is Calgary Jewish Federation’s policy that families and individuals needing a bursary be accommodated if at all possible. We are committed to the ideal that no member of the Jewish community be denied a Jewish educational, social, or cultural experience. Those families that do not have the financial resources to pay full fees will be considered for a bursary.



Bursaries are awarded based on need, financial circumstances of applicants and available community funds. Priority is given to those most in need.



Families/Individuals who wish to appeal the results of their assessment must do so within one week in writing to the Associate Executive Director of the Calgary Jewish Federation who will address the appeal with another member of the Review Committee.



Families must fulfill the volunteer expectations articulated by each participating agency.



A bursary in one year does not guarantee a bursary in another year. Each year must be treated differently to reflect available funds and family circumstances. Therefore, each family/individual must re-submit their application and supporting documents on a yearly basis.

DEADLINE TO SUBMIT IBP APPLICATION >>> MARCH 31, 2016

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INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

PROCESS:

2)

1) Complete application form (attached)

Photocopy all supporting documents. Send/deliver/email application and supporting documentation to Paula Egelnick at Calgary Jewish Federation in the JCC or [email protected] before March 31 2016

Schedule an appointment with a Community Counselor

A counselor will call you to arrange an appointment at a mutually convenient location and time. Appointments must be completed by April 21st , 2016 IF YOU HAVE A PREFERENCE FOR A COUNSELOR, PLEASE INDICATE THIS ON YOUR APPLICATION

3) Meet your Community Counselor

At this appointment, the counselor will learn about your family, your Jewish connections, Jewish interests and priorities. Your counselor will ensure that your application form is completed properly and ensure supporting documents are in order. The counselor will also discuss your contribution to the Jewish programs for which you have applied.

4)

Based on your program priorities, your income and expense statements, your supporting documentation, etc. your counselor will make a recommendation to the IBP Review Committee.

5)

Recommendation

IBP Review Committee

Your file will be presented to a small committee comprised of community leaders. YOUR NAME WILL NOT APPEAR ON YOUR FILE WHICH WILL PRESERVE YOUR ANONYMITY. Each file will be reviewed and the counselor’s recommendation will be accepted or amended. The results will be communicated to you by Calgary Jewish Federation by mid-May.

a) You will be either emailed or sent a letter in the mail from Calgary Jewish Federation

6)

Final Step

7) Appeal Process

which will show the bursary amount you are getting and the amount you are responsible for paying. If you are in agreement with the terms, please sign the bottom of the last page and return to Judy Shapiro, Calgary Jewish Federation. b) Upon receipt of your letter, please prepare cheques (post-dated) payable to the agencies for your portion of payments and send them directly to the Accountant at the particular agency(ices). c) Calgary Jewish Federation will pay the bursary portion directly to the particular agency(ices). d) Please contact the Accounting Department of the agency/school as soon as possible to complete the registration process to ensure your child/children can participate. If you are dissatisfied with the decision of the Review Committee, you can appeal to the Associate Executive Director of Calgary Jewish Federation, Judy Shapiro, by sending an email correspondence ([email protected]) within one week of the notification of your bursary. You will be invited to meet with the Associate Executive Director and a Review Committee member in a confidential setting to explain why you believe your application requires further review.

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INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

CHECKLIST

! I have filled out pages 4 – 8 of the application ! I have stated how much I can invest in Jewish Life (page 5) ! I have signed the last page of the form (page 8) ! I have included copies of my most recent tax return (personal and business), T4s, T5s, Notice of Assessment and all other supporting documents

! I have included financial statements of any family member that owns a financial interest in a company (if applicable) Applicants will be notified if there are any missing documents Your application WILL

NOT be reviewed without the supporting documents.

All forms should be returned to Paula Egelnick, IBP Manager at Calgary Jewish Federation. Scan and Email to:

[email protected]

Mail or Drop off to:

Paula Egelnick Calgary Jewish Federation 1607 – 90 Ave. SW Calgary, AB T2V 4V7

NB:

If you are dropping off your application at the JCC, please place it in a sealed envelope to Paula Egelnick and mark it CONFIDENTIAL.

All information will be held in the strictest of confidence!

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INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

PERSONAL INFORMATION PAGE DATE FORM COMPLETED _________________ Applicant Family Name:

Last Name: ____________________ First Name: ____________________ Marital Status: _______________________

Children: 1) Name: ____________________ 2) Name: ____________________ 3) Name: ____________________ 4) Name: ____________________ 5) Name: ____________________

Date of Birth: _______________ Date of Birth: _______________ Date of Birth: _______________ Date of Birth: _______________ Date of Birth: _______________

Home Address: Home Phone: Email Address:

Entering Grade: Entering Grade: Entering Grade: Entering Grade: Entering Grade:

_______ Age: _____ _______ Age: _____ _______ Age: _____ _______ Age: _____ _______ Age: _____

Postal Code: Cell Phone:

Applicant’s Occupation: Employer: Applicant’s Spouse (includes any long term (1+ years) co-habiting partner): Spouse’s Employer: Occupation: Child’s Mother/Father’s Name (if different from above):

Please indicate who has legal custody of the Child/ Children:

Address (if different from above): Phone (if different from above): Email (if different from above): Occupation: Employer: Names and relationships of other individuals residing at the applicant’s residence: Name: Relationship: Name: Relationship: 4

INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

PROGRAMS SUPPORTED THROUGH THE INTEGRATED BURSARY PROGRAM * 1)

2)

All

AKIVA ACADEMY –Full Tuition:

A. Kindergarten – Grade 9

=

$7,650

B. Nursery/Pre-Kindergarten

=

$3,825

# Children

! !

Total Cost $_________

CALGARY JEWISH ACADEMY –Full Tuition: # Children

A. Kindergarten (full day) – Grade 9

= $9,900

B. Nursery/JK/Kindergarten (5 morn) = $5,500 C. Nursery (3 morn)

= $4,600

! ! !

Total Cost $_________

3) CAMP BB RIBACK –To ensure your child has a spot, please register at Camp BB (www.campbb.com ) before April 1st (even though your bursary application will not be finalized until mid-May) July Session = $2,718* August Session = $2,244* Full Session = $4,059* CIT Program = $3,639*

Children’s Names ___________ ___________ ___________ ___________

Children’s Names Wonder Week 1(Jul 4-11) = $932* ___________ Wonder Week 2(Jul 11-18) = $932* ___________ Wonder Week 3(Jul 30-Aug 6) = $775* ___________ Wonder Week 4(Aug 8-15) = $775* ___________ Wonder Weekend (Aug 8-11) = $476* _________Gr. 1-4 only

Total Cost $_________ 4)

JCC MEMBERSHIP

Family:$987*

!

Single Parent Family $686*

!

Individual: $602*

!

Couple: $888*

!

5) JCC SUMMER CAMP To ensure your child has a spot, please register with Nessie at (403) 537-8599 before April 1st (even though your bursary application will not be finalized until mid-May)

> $245 */week/child Child Name _____________________ No. of Weeks: _________________ Child Name _____________________ No. of Weeks: _________________

6)

BBYO Membership -

$1000 *(includes conventions)

7)

ASPER HUMAN RIGHTS PROGRAM

$975 *

# Children # Children

!

!

Total Cost $_________

Total Cost $_________ Total Cost $_________ Total Cost $_________

TOTAL COST OF COMMUNAL INVOLVEMENT:

$_______________________

WE ARE ABLE TO INVEST IN JEWISH LIFE

$_______________________

* Prices all inc GST and are subject to change

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INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

INCOME

** PLEASE NOTE Busing, JCC Summer Camp lunches, after school care , day care , pre & post care, are not covered through IBP:

Please attach a copy of your most recent:

o Notice of Assessment o T4, T5 slips o A complete financial statement for any business, company, or real estate in which you or your spouse/partner has an interest o Any other supporting documentation.

____________________________________________________________________________________ INCOME STATEMENT Total gross income earned by applicant: {from last available T4s} Total gross income earned by spouse (if relevant): Total gross income earned by children: Total gross income earned from investments and interest: Income from spousal support and child support: Income from monetary gifts from relatives or other sources: Income from child tax credit: Income from GST credit: Funds from all other sources: TOTAL INCOME:

$ $ $ $ $ $ $ $ $ $ 0.00

Did your salary change in 2015 or do you expect it to change in 2016? Please Explain -

VALUE OF ASSETS OWNED BY HOUSEHOLD MEMBERS If you own your home, what is the value of the equity? ( Home Value less mortgage = equity) Outstanding mortgage or loan: Name of lender: Funds in savings account, term deposits, etc.: Present value of stocks, bonds, etc.: Accumulated value of household savings plans (RRSPs, RESPs): Household cars and recreational vehicles: Model: ____________________ Year: _________ Model: ____________________ Year: _________ Model: ____________________ Year: _________

$ $ $ $ $ Purchase Price: $___________________ Purchase Price: $___________________ Purchase Price: $___________________ 6

INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

Other assets over $5,000 (please specify):

$

EXPENDITURES:

Annual 2016/2017

Mortgage Payments Property Taxes Rent Loans (Purpose ________________________________________) What is your minimum payment annually? Leases (Purpose _______________________________________) Food Clothing Utilities (gas, hydro, phone, cable, internet) Car expenses (not including insurance) Insurance (car, home, life) Cost of vacations (list destinations) Registered Savings Plan Contributions (RRSP / RESP ) Domestic services (nanny, maid, gardener, etc.) Home improvement Entertainment " Pharmacy, Dental care and eye care Tzedakah (charity) Synagogue membership School/University expenses (list school/university) ___________________ Child care expenses Camp expenses Memberships (JCC, health club, leisure centre) Classes/Activities (ballet, swimming, hockey, etc.) Outstanding Debt Miscellaneous TOTAL

0.00

" Do you or your spouse have a medical/dental insurance plan? YES # 7

NO

#

INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

I UNDERSTAND THAT: 1.

This application will be cancelled and/or any bursary withdrawn if any relevant information has been withheld, or is misleading in any way.

2.

Incomplete applications or applications without accompanying documentation cannot be processed.

3.

Upon approval of the bursary(ies) I must immediately submit (postdated cheques) for the balance of the payment to the appropriate agency.

To the best of my knowledge, I confirm that all of the information provided on this application is true and complete and that I shall notify the IBP Committee of any changes in my household’s financial position which may occur during the next twelve months. Applicant’s Signature: _________________________________

Date: ___________________

FOR COUNSELORS AND OFFICE USE ONLY Counselor Name: (please print) ______________________________________ Date: _______________________ Counselor’s Recommendation:

Please be as specific as possible

!

Extenuating Circumstances – Please explain: Please provide a summary of the family’s circumstances: (You may use a separate page, if necessary)

Counselor’s Signature: _______________________________________ Review in 6 Months YES #

NO

#

Bursary Pays: $ _____________ Family Pays: ______________ ___________________________________ Associate Executive Director Signature 8

INTEGRATED BURSARY PROGRAM 2016/2017

APPLICATION FORM

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